Non-Grants.gov submissions (e.g., NSF via FastLane; NASA via NSPIRES; American Cancer Society via proposalCentral; Ford Foundation via paper) will be prepared and submitted as always. These applications will NEED a PAF completed in eRPM to be routed internally for review and approval prior to submission to the sponsor.
Effective In January 5, 2009, all historical projects/proposals in the PRISM system used by DRDA were loaded into eRPM system. Also, on this date, DRDA started to record all paper PAFs in the eRPM system.
We did not & cannot load copies of your templates or proposals from the ePAF.
Although, we cannot copy or transfer ePAFs into the eRPM system,
you can:
- create new PAFs in eRPM or
- clone any PAF in eRPM (this could be a PAF you created in eRPM, a paper PAF DRDA recorded in eRPM, or a project/proposal that was in PRISM that was loaded into eRPM).
A few new questions were needed for electronic routing. Some questions were updated to reflect current U-M business policies and practices. The PAF substance (the actual questions asked and proposal information required) and sequence is relatively unchanged.
The PAF is broken into a series of small pages for faster page loading. A few new questions were needed for electronic routing.
PAF preparers will lose access to their collection of unsigned ePAFs prepared using the current system. The eResearch Proposal Management system, however, will allow for creation and storage of templates for future use as well as house copies of the “fully-signed” PAFs following the review and approval process.
In question 2.3 Key Personnel of the proposal, you add UM Key Personnel by:
- Adding the person
- Select if he/she has permission to edit the PAF and/or SF424.
- Select his/her role on the project
- Adding Appointments for the person
Learn more about definitions of key personnel and detailed directions...
He/she needs to be added as Administrative Personnel to the projects in order to be able to access these projects in your absence. Learn more...
From Display PAF Summary, click the Sign PAF button.
or
From the Project Workspace for a PAF, click the Sign PAF activity.
Call or email the U-M PI to let him/her know that he/she needs to sign the PAF/Conflict of Interest Statement.
OR
Use the activity "Post a Comment for the Entire Project" to send the UM PI an email requesting them to sign the PAF. The e-mail will have a direct link to the PAF Workspace. The PI will not have to find the PAF in their Home Workspace.
Learn how to Post a Comment for the Entire Project Team...
Note: Many units will not review the PAF unless the PI has signed the PAF/Conflict of Interest Statement.
Key Personnel and Administrative Personnel listed on the PAF who have been assigned permission to edit (edit rights) to the PAF are the only people who can edit a proposal during the proposal preparation state.
Although you list non-UM key personnel on the PAF, they cannot view or edit a PAF.
Anyone listed on a PAF (proposal) and its associated Reviewers from the units will be able to view a proposal.
Reviewers can make changes or request changes when the PAF/proposal is routed for internal review.
You can print any page of the PAF Worksheet using the print button on each page.
The easiest way to print the entire PAF is to use the Display PAF Summary. It includes all information entered on the PAF Worksheet and attachments.
Learn how to use the PAF Summary.
Yes, you can clone any PAF in the eRPM system. No matter what state it is in (e.g., Unit Review, Active, Cancelled). Learn how to clone.
DRDA, Key Personnel, Administrative Personnel, and relevant unit administrators (reviewers) will share access to proposals, PAFs, routing and approval status information, awards and PANs/PACs.
You may restrict access to specific project documents from some key personnel or administrative personnel. You cannot restrict access from the UM PI, Primary Administrative Contact. Reviewers and DRDA personnel can view all sponsored project documents. Learn more...
What activity (action) you can complete for a PAF depends on both its state and your role.
If you do not see an activity:
- Check the state
- Check your role
If you are both a Reviewer and a PI & Project Team:
Be sure you have selected the role for the activity you are trying to accomplish. Active Role is in bold.- Check to see if you are the Primary Research Administrator or UM PI.
Certain activities can only be completed by the Research Administrator or UM PI.
E.g., a PAF can only be routed for approval from the Proposal Preparation state. Only the UM PI or the Primary Research Administrator can route for approval
The PAF can be changed the by PI/Project Team, Reviewers, and the DRDA. Reviewers and the DRDA can request that the Project Team Make changes to the PAF.
Anytime that changes are made to a PAF by a Reviewer or the DRDA, the Primary Research Administrator & UM PI will receive an email notification.
If a department has already approved a PAF and changes are made to the PAF, the PAF email notification contact for the department will be notified by email that a change has been made to the PAF.All changes made to the PAF are tracked in a change log. Learn how to use the change log...
The Project Team can make & submit changes to the PAF until it is routed to the DRDA for review.
- Only the Primary Research Administrator or UM PI can complete the activities "Project Team Make Changes" & "Project Team Submit Changes".
- Once a PAF is open for editing anyone with edit rights can make changes to the PAF.
Once the PAF is in DRDA Review, the Project Team must contact the DRDA so that changes can be made. The DRDA will either make the requested changes or unlock the PAF so the Project Team can make changes.
Learn how to make & submit PAF changes...
If the forms for your Grants.gov opportunity are available (built by our vendor Click Commerce), your submission will be assembled, routed, and submitted within the eResearch Proposal Management system. For supported opportunities, investigators and their teams no longer will prepare Grants.gov applications using the Adobe forms. Learn more...
To route a PAF for approval, you must either be the Primary Research Administrator or UM PI. Learn more about managing the Primary Research Administrator...
No, you just need to complete the PAF. The information you enter about key personnel, space & budget will determine who the PAF is routed to for approval.
A routing table is built after a PAF is routed for approval. You can view this routing table from the PAF Workspace.
eResearch Proposal Management system has replicated the current routing flow from PI, through unit hierarchy, to DRDA. We worked with the units to encode their department review hierarchy in the eRPM system. Unit Liaisons can manage who has access to review and/approve for their unit. Learn more...
Post-award management in the other MAIS systems (e.g., Financials) will continue, unchanged by eRPM. Tracking of expenditures, purchases, HR functions, etc. all will continue in existing M-Pathways systems. eRPM will provide a repository for the PAF, proposal, award and award supplements/modifications, and PANs and PACs.
PAN & PAC award notifications are sent via email to investigators and campus administrators, specifically:
- UM Principal Investigator
- Sponsor Principal Investigator
- Participating Investigators with Specified Effort
- Administrative Contacts (all administrators listed on proposal or project)
- Any person (or group e-mail address) listed as the PAN/PAC Notifiers for a unit (department) that was required to review the PAF.
Learn more...
From your Home Workspace look for your awarded projects
- PI & Project Team - View awarded projects on the "Active" tab.
New Project/Grant Number heading. [View Sample]- Reviewer - View awarded projects on the "Active/Closed/Turned Down/Withdrawn" tab.
New Project/Grant Number heading. [View Sample]On the Project Workspace, you can view all PANs/PACs (award notices)
Learn more...